A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 28,506 shares of KO stock, worth $1.74 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
28,506
Previous 28,926 1.45%
Holding current value
$1.74 Million
Previous $1.84 Million 11.24%
% of portfolio
1.1%
Previous 1.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$62.69 - $73.01 $26,329 - $30,664
-420 Reduced 1.45%
28,506 $2.05 Million
Q2 2024

Aug 12, 2024

SELL
$58.06 - $64.15 $74,316 - $82,112
-1,280 Reduced 4.24%
28,926 $1.84 Million
Q1 2024

May 10, 2024

SELL
$58.91 - $61.24 $47,128 - $48,992
-800 Reduced 2.58%
30,206 $1.85 Million
Q4 2023

Feb 09, 2024

SELL
$52.38 - $59.93 $89,046 - $101,881
-1,700 Reduced 5.2%
31,006 $1.83 Million
Q3 2023

Nov 09, 2023

SELL
$55.81 - $63.05 $195,335 - $220,675
-3,500 Reduced 9.67%
32,706 $1.83 Million
Q2 2023

Aug 10, 2023

SELL
$59.66 - $64.3 $264,472 - $285,041
-4,433 Reduced 10.91%
36,206 $2.18 Million
Q1 2023

May 11, 2023

SELL
$58.86 - $63.4 $11,772 - $12,680
-200 Reduced 0.49%
40,639 $2.52 Million
Q3 2022

Nov 08, 2022

BUY
$56.02 - $65.22 $72,826 - $84,786
1,300 Added 3.29%
40,839 $2.29 Million
Q2 2022

Aug 11, 2022

BUY
$59.07 - $66.21 $17,721 - $19,862
300 Added 0.76%
39,539 $2.49 Million
Q1 2022

May 12, 2022

BUY
$57.88 - $62.85 $69,456 - $75,420
1,200 Added 3.15%
39,239 $2.43 Million
Q4 2021

Feb 11, 2022

SELL
$52.3 - $59.21 $61,347 - $69,453
-1,173 Reduced 2.99%
38,039 $2.25 Million
Q3 2021

Nov 10, 2021

BUY
$52.47 - $57.48 $104,992 - $115,017
2,001 Added 5.38%
39,212 $2.06 Million
Q2 2021

Aug 12, 2021

BUY
$52.51 - $56.24 $115,627 - $123,840
2,202 Added 6.29%
37,211 $2.01 Million
Q1 2021

May 11, 2021

BUY
$48.15 - $53.85 $52,965 - $59,235
1,100 Added 3.24%
35,009 $1.85 Million
Q4 2020

Feb 11, 2021

SELL
$47.96 - $54.84 $66,424 - $75,953
-1,385 Reduced 3.92%
33,909 $1.86 Million
Q3 2020

Nov 12, 2020

BUY
$43.91 - $51.19 $37,279 - $43,460
849 Added 2.46%
35,294 $1.74 Million
Q2 2020

Aug 10, 2020

BUY
$42.12 - $49.85 $4,296 - $5,084
102 Added 0.3%
34,445 $1.54 Million
Q1 2020

May 07, 2020

BUY
$37.56 - $60.13 $276,066 - $441,955
7,350 Added 27.23%
34,343 $1.52 Million
Q4 2019

Feb 10, 2020

BUY
$51.71 - $55.35 $28,440 - $30,442
550 Added 2.08%
26,993 $1.49 Million
Q3 2019

Nov 12, 2019

BUY
$51.22 - $55.77 $26,122 - $28,442
510 Added 1.97%
26,443 $1.44 Million
Q2 2019

Aug 12, 2019

SELL
$46.18 - $51.92 $23,090 - $25,960
-500 Reduced 1.89%
25,933 $1.32 Million
Q4 2018

Feb 11, 2019

SELL
$44.64 - $50.51 $85,128 - $96,322
-1,907 Reduced 6.73%
26,433 $1.25 Million
Q2 2018

Aug 09, 2018

SELL
$41.55 - $44.88 $20,775 - $22,440
-500 Reduced 1.73%
28,340 $1.24 Million
Q1 2018

May 08, 2018

SELL
$42.33 - $48.53 $19,048 - $21,838
-450 Reduced 1.54%
28,840 $1.25 Million
Q3 2017

Nov 09, 2017

BUY
$44.64 - $46.87 $1.31 Million - $1.37 Million
29,290
29,290 $1.32 Million

Others Institutions Holding KO

About COCA COLA CO


  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $264B
  • Description
  • The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; flavored and enhanced water, and sports drinks; juice, dairy, and plant?based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as f...
More about KO
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